iShares Ustechnology ETFIYWETF

13F holders, Q3 2025 (September 30)
1,199holders +33
112new positions
75sold out
6famous investors
$195.15avg. 13F price*

At the end of Q3 2025, 1,199 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings, up 33 from Q2 2025. 112 opened new positions and 75 sold out. The largest holders were Morgan Stanley ($1.1B), Bank of America Corp. ($864.7M) and PGIM Custom Harvest LLC ($847.5M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Ustechnology ETF
CUSIP
464287721
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions112$108.5M
Exits75$240.4M

All 13F filers, Q2 2025 → Q3 2025: 3,264,204 shares bought and 21,660,657 shares sold, net −18,396,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,199 holders

Morgan Stanley 0.07% Reduce -6.0% 5,586,707 $1.1B
Bank of America Corp. 0.06% Reduce -4.1% 4,414,701 $864.7M
PGIM Custom Harvest LLC 12.76% Reduce -0.8% 4,327,186 $847.5M
LPL Financial LLC 0.21% Reduce -33.5% 3,601,849 $705.5M
JPMorgan Chase & Co. 0.04% Reduce -5.8% 3,001,420 $587.9M
Envestnet Asset Management Inc. 0.13% Reduce -75.1% 2,313,958 $453.2M
UBS Group AG 0.07% Add +4.0% 1,882,618 $368.7M
Royal Bank of Canada 0.06% Add +63.9% 1,611,173 $315.6M
Wells Fargo & Company 0.06% Add +1.2% 1,597,824 $312.9M
Raymond James Financial Inc. 0.10% Reduce -4.6% 1,524,432 $298.6M
Dynasty Wealth Management, LLC 2.91% Add +6.1% 1,114,634 $218.3M
RiverFront Investment Group, LLC 3.11% Add +4.2% 897,991 $177.2M
Ameriprise Financial Inc. 0.04% Reduce -22.9% 891,989 $174.7M
HSBC Holdings PLC 0.10% Reduce -26.4% 857,120 $167.9M
Osaic Holdings, Inc. 0.20% Add +62.9% 742,665 $141.3M
Commonwealth Equity Services, LLC 0.18% Reduce -7.1% 709,865 $139.0M
Goldman Sachs Group Inc. 0.02% Reduce -3.3% 605,197 $118.5M
Two Sigma Investments, LP 0.18% Reduce -36.1% 562,924 $110.3M
Cetera Investment Advisers 0.13% Reduce -18.8% 551,082 $107.9M
Sagespring Wealth Partners, LLC 2.06% Add +41.1% 737,156 $105.4M
Parker Investment Management, LLC 12.47% Reduce -33.4% 466,621 $91.4M
Northwestern Mutual Wealth Management Co. 0.06% Add +15.3% 426,451 $83.5M
Portfolio Strategies, Inc. 9.28% Add +16.6% 407,509 $79.8M
HighTower Advisors, LLC 0.09% Add +3.9% 389,331 $76.3M
Kestra Advisory Services, LLC 0.35% Reduce -3.5% 384,824 $75.4M
PNC Financial Services Group, Inc. 0.04% Reduce -0.5% 372,638 $73.0M
Quotient Wealth Partners, LLC 1.98% Reduce -3.7% 368,681 $72.2M
MML Investors Services, LLC 0.18% Reduce -60.6% 349,411 $68.4M
Captrust Financial Advisors 0.13% Reduce -5.9% 320,764 $62.8M
Stifel Financial Corp. 0.06% Reduce -34.3% 318,137 $62.3M
OneDigital Investment Advisors LLC 0.60% Reduce -49.1% 299,547 $58.7M
Rockefeller Capital Management L.P. 0.11% Add +0.5% 283,881 $55.6M
NorthCoast Asset Management LLC 0.21% Add +8.1% 268,224 $52.5M
BlackRock, Inc. 0.00% Reduce -4.9% 265,255 $52.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Add +32.1% 226,195 $44.3M
Park Avenue Securities LLC 0.34% Reduce -74.1% 224,653 $44.0M
NewEdge Advisors, LLC 0.19% Reduce -57.9% 217,791 $42.7M
Janney Montgomery Scott LLC 0.10% Reduce -65.8% 215,360 $42.2M
Private Advisor Group, LLC 0.21% Reduce -12.4% 213,902 $41.9M
Atlas Legacy Advisors, LLC 8.07% Reduce -4.0% 213,322 $41.8M
Apexium Financial, LP 1.97% Add +2.1% 206,725 $40.5M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -21.3% 203,871 $39.9M
Sanctuary Advisors, LLC 0.23% Reduce -43.2% 202,795 $39.7M
Jones Financial Companies LLLP 0.03% Add +25.6% 202,849 $39.4M
Pinkerton Wealth, LLC 4.21% Add +1.0% 199,928 $39.2M
Howard Capital Management Group, LLC 2.27% Reduce -6.2% 182,791 $35.8M
Stratos Wealth Partners, LTD. 0.40% Reduce -21.6% 173,739 $34.0M
First Merchants Corp. 1.27% Reduce -5.5% 171,885 $33.7M
Mariner, LLC 0.04% Reduce -9.2% 166,322 $32.6M
Creative Planning 0.02% Reduce -0.5% 159,008 $31.1M
Commerce Bank 0.17% Reduce -3.1% 152,572 $29.9M
Equitable Holdings, Inc. 0.21% Add +7.2% 146,609 $28.7M
BNP Paribas Financial Markets 0.02% Add +11291.6% 144,445 $28.3M
True Freedom Investing, LLC 9.54% Reduce -0.1% 136,434 $26.7M
Compound Planning, Inc. 0.86% Add +10.7% 135,021 $26.4M
Cwm, LLC 0.08% Reduce -85.3% 133,208 $26.1M
United Capital Financial Advisors, LLC 0.17% Reduce -61.3% 121,850 $23.9M
Wealth Enhancement Advisory Services, LLC 0.04% Add +0.3% 119,719 $23.7M
Perennial Investment Advisors, LLC 1.94% Reduce -19.6% 119,809 $23.5M
MA Private Wealth 3.94% Reduce -0.5% 119,589 $23.4M
Perigon Wealth Management, LLC 0.47% Add +1.9% 116,422 $22.8M
Patton Albertson Miller Group, LLC 2.74% Add +1.6% 115,798 $22.7M
Stillwater Capital Advisors, LLC 2.44% Reduce -0.6% 110,851 $21.7M
Integrated Wealth Concepts LLC 0.19% Reduce -26.4% 110,774 $21.7M
Capital Investment Advisors, LLC 0.35% Reduce -0.8% 109,575 $21.5M
Principal Financial Group Inc. 0.01% Add +99.1% 107,427 $21.0M
Tritonpoint Wealth, LLC 1.78% Reduce -1.1% 106,164 $20.8M
Merit Financial Group, LLC 0.19% Reduce -56.2% 105,137 $20.6M
Bank of Montreal 0.01% Add +0.7% 105,008 $20.6M
Assetmark, Inc. 0.04% Add +85.8% 100,163 $19.6M
Sofi Wealth, LLC 1.05% Reduce -76.2% 100,010 $19.6M
Concurrent Investment Advisors, LLC 0.32% Reduce -16.6% 95,213 $18.6M
First Citizens Financial Corp 8.95% Reduce -0.3% 92,398 $18.1M
Mendel Capital Management LLC 9.24% Reduce -0.7% 89,975 $17.6M
Corient Private Wealth LP 0.03% Add +10.4% 89,612 $17.6M
Truist Financial Corp. 0.02% Reduce -46.3% 88,754 $17.4M
RVW Wealth, LLC 1.34% Add +1.6% 87,683 $17.2M
HC Advisors, LLC 11.35% Add +1.3% 82,494 $16.2M
Migdal Insurance & Financial Holdings Ltd. 0.17% Add +87.3% 80,536 $15.6M
IHT Wealth Management, LLC 0.39% Reduce -43.5% 78,031 $15.3M
Thrivent Financial for Lutherans 0.03% Add +39.3% 77,913 $15.3M
FMR LLC 0.00% Add +3.2% 76,480 $15.0M
Pettinga Financial Advisors LLC 2.84% Reduce -16.4% 74,455 $14.6M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -90.5% 73,555 $14.4M
Camarda Financial Advisors, LLC 5.17% New 71,610 $14.0M
National Bank of Canada 0.02% Reduce -0.3% 70,535 $13.8M
Cahill Financial Advisors Inc. 1.55% Add +0.5% 69,554 $13.6M
&partners 0.09% Reduce -12.8% 67,738 $13.3M
Rollins Financial Advisors, LLC 2.00% Reduce -2.9% 67,531 $13.2M
CIBC Private Wealth Group LLC 0.02% Reduce -1.1% 66,692 $13.1M
Steward Partners Investment Advisory, LLC 0.07% Reduce -32.6% 66,294 $13.0M
Ssi Investment Management LLC 4.88% Reduce -17.2% 65,930 $12.9M
Guerra Advisors Inc 4.76% Reduce -9.0% 65,811 $12.9M
Mercer Global Advisors Inc. 0.02% Add +38.0% 64,767 $12.7M
Atlantic Union Bankshares Corp 0.24% Reduce -1.7% 64,417 $12.6M
M&T Bank Corp 0.04% Reduce -5.1% 63,847 $12.5M
Lifelong Wealth Advisors, Inc. 3.72% Reduce -1.5% 63,716 $12.5M
Tableaux LLC 4.98% Add +47.4% 63,496 $12.4M
Citigroup Inc. 0.01% Add +87.2% 62,305 $12.2M
Signature Wealth Management Partners, LLC 6.38% Reduce -4.4% 62,183 $12.2M
Finley Financial, LLC 5.51% Add +2.9% 60,816 $11.9M
Schroder Investment Management Group 0.01% Add +55.7% 61,001 $11.9M
Stonebridge Financial Planning Group, LLC 4.46% Reduce -1.2% 60,591 $11.9M
J.W. Cole Advisors, Inc. 0.23% Add +4.7% 60,007 $11.8M
CPR Investments Inc. 8.00% Reduce -5.0% 59,346 $11.6M
Prospera Financial Services Inc 0.20% Add +1.8% 59,314 $11.6M
Gries Financial LLC 1.82% Reduce -4.0% 58,664 $11.5M
Johnson Investment Counsel Inc. 0.10% Add +2.9% 58,301 $11.4M
Moloney Securities Asset Management, LLC 1.36% Add +579.4% 58,238 $11.4M
Pathstone Holdings, LLC 0.04% Reduce -6.0% 58,062 $11.4M
Farther Finance Advisors, LLC 0.17% Reduce -21.8% 57,332 $11.2M
Focus Partners Wealth 0.02% Add +8.3% 56,783 $11.1M
Cadent Capital Advisors, LLC 2.94% Add +10.1% 56,669 $11.1M
Advisory Services Network, LLC 0.16% Reduce -32.9% 56,409 $11.0M
HRT Financial LP 0.04% New 56,072 $11.0M
MAI Capital Management 0.07% Reduce -0.7% 55,434 $10.9M
Dynamic Advisor Solutions LLC 0.31% Add +1.7% 55,005 $10.8M
Crown Wealth Group, LLC 3.21% Add +8.5% 54,508 $10.7M
Lido Advisors, LLC 0.04% Add +3.1% 54,435 $10.7M
Perkins Coie Trust Co 2.00% Add +7.3% 54,151 $10.6M
Cerity Partners LLC 0.02% Reduce -2.2% 54,147 $10.6M
Financial Life Advisors 3.39% Reduce -2.8% 53,920 $10.6M
Kickstand Ventures, Llc. 2.28% Reduce -6.5% 52,826 $10.3M
Fifth Third Securities, Inc. 0.70% Add +3.8% 52,328 $10.2M
CoreCap Advisors, LLC 0.37% Add +86.0% 51,940 $10.2M
Jackson Wealth Management, LLC 1.01% Add +0.6% 51,558 $10.1M
Strategic Blueprint, LLC 0.44% Reduce -33.6% 51,420 $10.1M
Citadel Advisors 0.01% New 51,416 $10.1M
Mechanics Bank Trust Department 1.41% Reduce -2.2% 51,379 $10.1M
Spire Wealth Management 0.34% Reduce -3.8% 51,041 $10.0M
Bleakley Financial Group, LLC 0.22% Add +3.0% 48,853 $9.6M
Prime Capital Investment Advisors, LLC 0.12% Add +0.4% 48,478 $9.5M
AE Wealth Management LLC 0.06% Reduce -56.6% 48,336 $9.5M
Essex LLC 1.70% Reduce -2.0% 48,020 $9.4M
J.Safra Asset Management Corp 0.57% No change 47,904 $9.4M
WCG Wealth Advisors LLC 0.59% Add +0.4% 47,766 $9.4M
Central Pacific Bank - Trust Division 1.16% Add +0.5% 47,107 $9.2M
Certuity, LLC 0.63% Add +0.0% 47,030 $9.2M
Kingswood Wealth Advisors, LLC 0.55% Add +18.6% 46,544 $9.1M
Cottonwood Capital Advisors, LLC 6.59% Add +2.1% 46,170 $9.0M
Three Seasons Wealth, LLC 0.89% Add +2626.5% 45,860 $9.0M
NorthRock Partners, LLC 0.16% Add +720.2% 45,241 $8.9M
Federation des caisses Desjardins du Quebec 0.03% Add +8.7% 45,208 $8.9M
Prostatis Group LLC 2.21% Reduce -1.1% 45,013 $8.8M
Liberty Wealth Management LLC 1.24% Reduce -0.0% 44,807 $8.8M
One Wealth Advisors, LLC 1.10% Reduce -42.4% 44,770 $8.8M
Atria Investments, Inc 0.10% Reduce -64.1% 44,646 $8.7M
Northern Trust Corp. 0.00% Add +23.4% 44,543 $8.7M
KWB Wealth 0.95% Reduce -6.7% 49,820 $8.6M
RPS Advisory Solutions LLC 4.20% Add +3435.7% 43,772 $8.6M
Keebeck Wealth Management 1.01% Reduce -24.0% 43,422 $8.5M
Focus Financial Network, Inc. 0.30% Add +0.3% 43,389 $8.5M
Centerline Wealth Advisors, LLC 3.70% Reduce -11.0% 43,379 $8.5M
Jane Street Group, LLC 0.01% Add +535.4% 43,191 $8.5M
Pittenger & Anderson Inc. 0.31% No change 43,015 $8.4M
Scotia Capital Inc. 0.04% Add +3.8% 42,538 $8.3M
Ashton Thomas Private Wealth, LLC 0.21% Reduce -5.5% 41,798 $8.2M
IFP Advisors, Inc 0.21% Reduce -4.8% 41,582 $8.1M
Cary Street Partners Financial LLC 0.21% Reduce -0.8% 41,427 $8.1M
Ciovacco Capital Management LLC 4.01% Add +0.2% 40,656 $8.0M
Independent Financial Group, LLC 0.19% Add +22.3% 40,558 $7.9M
Simmons Bank 0.52% Reduce -0.1% 40,027 $7.8M
Principal Securities, Inc. 0.13% Reduce -26.6% 39,102 $7.7M
Berkeley Capital Partners, LLC 1.80% Reduce -0.6% 38,885 $7.6M
CFS Investment Advisory Services, LLC 0.56% Reduce -59.7% 37,093 $7.5M
Commonwealth Financial Services, LLC 1.25% Reduce -6.0% 37,433 $7.3M
Wealthspire Advisors, LLC 0.04% Add +129.2% 36,664 $7.2M
Comerica Bank 0.03% Reduce -26.1% 36,498 $7.1M
Empirical Asset Management, LLC 1.98% Reduce -2.2% 36,343 $7.1M
Baird Financial Group, Inc. 0.01% Reduce -18.1% 36,291 $7.1M
Susquehanna International Group, LLP 0.01% Add +1604.5% 36,101 $7.1M
Sigma Planning Corp 0.20% Reduce -8.6% 36,075 $7.1M
Keystone Financial Services 2.19% Reduce -2.5% 36,073 $7.1M
Fortitude Family Office, LLC 1.87% Add +8083.6% 35,353 $6.9M
Bank of New York Mellon Corp 0.00% Reduce -90.1% 35,078 $6.9M
Bartlett & Co. Wealth Management LLC 0.09% Reduce -0.4% 35,069 $6.9M
Schmidt P J Investment Management Inc. 1.13% Reduce -2.0% 34,925 $6.8M
Summit Financial Consulting LLC 5.44% New 34,820 $6.8M
Orion Porfolio Solutions, LLC 0.05% Reduce -59.0% 34,705 $6.8M
PFG Investments, LLC 0.34% Reduce -0.1% 33,452 $6.6M
WealthBridge Capital Management, LLC 1.53% Reduce -1.3% 33,250 $6.5M
US Bancorp \de 0.01% Reduce -68.0% 33,155 $6.5M
Staley Capital Advisers Inc. 0.27% Reduce -0.1% 32,980 $6.5M
Shepherd Financial Partners LLC 0.61% Reduce -63.9% 32,803 $6.4M
Integrity Alliance, Llc. 0.30% Add +0.1% 32,762 $6.4M
First Heartland Consultants, Inc. 0.51% Reduce -15.2% 32,357 $6.3M
Icon Wealth Advisors, LLC 0.43% Reduce -69.5% 32,168 $6.3M
Creative Financial Designs Inc. 0.42% Reduce -1.0% 31,905 $6.2M
Pettyjohn, Wood & White, Inc. 1.03% Reduce -0.7% 31,789 $6.2M
Harbour Investments, Inc. 0.14% Add +9.5% 31,723 $6.2M
Beacon Bridge Wealth Partners, LLC 2.20% Add +0.9% 31,557 $6.2M
Blair William & Co. 0.02% Reduce -0.5% 31,487 $6.2M
Apollon Wealth Management, LLC 0.11% Reduce -22.5% 30,947 $6.1M
BBR Partners, LLC 0.35% Add +61.9% 30,740 $6.0M
Kingsman Wealth Management, Inc. 3.35% Add +12.4% 30,737 $6.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.35% Reduce -68.3% 30,648 $6.0M
Founders Financial Securities LLC 0.40% Reduce -2.3% 29,950 $5.9M
Ieq Capital, LLC 0.02% Add +43.4% 29,886 $5.9M
Carnegie Investment Counsel 0.11% Add +1.8% 29,455 $5.8M
Unique Wealth, LLC 0.84% Add +11.2% 29,266 $5.7M
Runnymede Capital Advisors, Inc. 4.71% No change 29,185 $5.7M
Gallagher Capital Advisors, LLC 3.28% Add +67.3% 27,287 $5.7M
Jaffetilchin Investment Partners, LLC 0.34% Add +0.0% 28,901 $5.7M
U.S. Capital Wealth Advisors, LLC 0.15% Reduce -4.8% 28,723 $5.6M
AdvisorShares Investments LLC 0.91% Reduce -2.4% 28,461 $5.6M
Montecito Bank & Trust 0.86% — 28,368 $5.6M
Security Financial Services, INC. 0.90% Reduce -62.9% 28,278 $5.5M
Avid Wealth Partners LLC 2.66% Add +1.4% 27,359 $5.4M
Financial Freedom, LLC 2.67% Add +0.7% 27,325 $5.4M
Rathbones Group PLC 0.02% Add +0.3% 27,070 $5.3M
Koshinski Asset Management, Inc. 0.37% Add +0.1% 26,485 $5.2M
Arkadios Wealth Advisors 0.13% Reduce -6.6% 26,244 $5.1M
Ancora Advisors LLC 0.10% Reduce -25.8% 26,199 $5.1M
Ferguson Wellman Capital Management, Inc. 0.08% Reduce -0.5% 26,133 $5.1M
Ethos Financial Group, LLC 0.40% Reduce -0.2% 26,106 $5.1M
Counterweight Ventures, LLC 2.98% Add +91.7% 26,019 $5.1M
Parallel Advisors, LLC 0.09% No change 26,016 $5.1M
Mutual Advisors, LLC 0.11% Reduce -30.1% 25,303 $5.1M
Forthright Family Wealth Advisory LLC 3.11% Add +3.6% 25,825 $5.1M
Avidian Wealth Enterprises, LLC 0.19% Reduce -20.3% 25,806 $5.1M
Moneta Group Investment Advisors LLC 0.04% Add +259.3% 25,713 $5.0M
Stephens Inc. 0.06% Reduce -0.0% 25,594 $5.0M
Flow Traders U.S. LLC 0.20% New 25,583 $5.0M
Brown Advisory Inc. 0.01% Add +2.5% 25,446 $5.0M
Smartleaf Asset Management LLC 0.31% Reduce -18.7% 25,429 $5.0M
Country Club Bank 0.29% Reduce -3.1% 24,802 $4.8M
WBH Advisory Inc. 0.37% Reduce -0.6% 24,667 $4.8M
Weinberger Asset Management, Inc 1.73% Add +0.0% 24,399 $4.8M
Mgo One Seven LLC 0.11% Reduce -14.1% 24,284 $4.8M
Foundations Investment Advisors, LLC 0.07% Reduce -92.3% 24,227 $4.7M
Rothschild Wealth LLC 1.03% Reduce -3.0% 24,049 $4.7M
Natixis Advisors, LLC 0.01% Add +2.5% 24,029 $4.7M
Capital Analysts, LLC 0.14% Reduce -45.5% 23,962 $4.7M
Amundi 0.00% New 23,526 $4.7M
Keybank National Association 0.02% Reduce -5.4% 23,620 $4.6M
Valmark Advisers, Inc. 0.06% Add +3.0% 23,464 $4.6M
Tudor Investment Corporation 0.03% Add +714.4% 23,284 $4.6M
Cibc World Market Inc. 0.01% Reduce -3.6% 23,200 $4.5M
Gilliland Jeter Wealth Management LLC 1.37% Reduce -1.2% 22,745 $4.5M
DT Investment Partners, LLC 0.38% No change 22,678 $4.4M
Geneos Wealth Management Inc. 0.11% Add +0.4% 22,586 $4.4M
Ascent Group, LLC 0.16% Reduce -84.4% 22,563 $4.4M
Sunbelt Securities, Inc. 0.30% Reduce -0.5% 22,360 $4.4M
Allstate Corp. 0.10% Add +696.7% 22,308 $4.4M
IFG Advisory, LLC 0.20% Reduce -23.1% 22,220 $4.4M
Meridian Wealth Management, LLC 0.17% Reduce -13.1% 22,178 $4.3M
Laurel Wealth Advisors LLC 0.61% Add +4.1% 22,162 $4.3M
Quantinno Capital Management LP 0.01% Add +73.4% 21,999 $4.3M
Ameritas Advisory Services, LLC 0.28% Add +48.9% 21,976 $4.3M
Cypress Wealth Services, LLC 0.70% Reduce -54.5% 21,896 $4.3M
Secure Asset Management, LLC 0.71% Reduce -1.4% 21,707 $4.3M
Cardinal Strategic Wealth Guidance 1.14% Reduce -1.4% 21,696 $4.2M
Kestra Private Wealth Services, LLC 0.06% Add +4.1% 21,515 $4.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +3.1% 21,273 $4.2M
Forte Asset Management LLC 1.99% Reduce -24.4% 21,145 $4.1M
Cresset Asset Management, LLC 0.02% Add +2.6% 21,141 $4.1M
Global Retirement Partners, LLC 0.09% Reduce -30.1% 20,843 $4.1M
Swmg, LLC 1.23% Reduce -35.1% 20,379 $4.1M
Clifford Swan Investment Counsel LLC 0.13% Add +0.2% 20,033 $3.9M
Snowden Capital Advisors LLC 0.11% Reduce -45.5% 19,921 $3.9M
Stonebrook Private Inc. 0.84% Add +16.5% 19,836 $3.9M
Wealth Quarterback LLC 1.49% Add +4.5% 19,647 $3.8M
Peapack Gladstone Financial Corp. 0.05% Reduce -3.8% 19,561 $3.8M
Wealth Alliance, LLC 0.39% Reduce -56.8% 19,479 $3.8M
Midwest Trust Co 0.05% Add +0.7% 19,456 $3.8M
TSA Wealth Managment LLC 1.28% Reduce -52.2% 19,253 $3.8M
Sovran Advisors, LLC 0.33% Reduce -40.9% 18,115 $3.8M
O'shaughnessy Asset Management, LLC 0.02% Add +20.1% 19,162 $3.8M
Pinnacle Associates Ltd. 0.05% Reduce -0.5% 19,047 $3.7M
Sowell Financial Services LLC 0.14% Reduce -9.8% 19,010 $3.7M
Horst & Graben Wealth Management LLC 0.56% Reduce -76.8% 18,724 $3.7M
MMBG Investment Advisors Co. 0.32% Reduce -22.3% 18,685 $3.7M
Wealthstar Advisors, LLC 1.42% Reduce -11.9% 18,408 $3.6M
Elwood & Goetz Wealth Advisory Group, LLC 0.69% Reduce -4.8% 18,324 $3.6M
Acropolis Investment Management, LLC 0.18% Reduce -0.1% 20,693 $3.6M
Connecticut Wealth Management, LLC 0.16% No change 18,232 $3.6M
Capital Advisory Group Advisory Services, LLC 1.10% Reduce -1.3% 18,113 $3.5M
Quest 10 Wealth Builders, Inc. 3.25% Reduce -2.8% 18,020 $3.5M
Fort Washington Investment Advisors Inc. 0.02% Add +22.2% 17,857 $3.5M
CreativeOne Wealth, LLC 0.08% Reduce -84.5% 17,740 $3.5M
Matthew Goff Investment Advisor, LLC 0.59% Reduce -0.8% 17,704 $3.5M
Choreo, LLC 0.05% Reduce -4.4% 17,654 $3.5M
Parsons Capital Management Inc. 0.20% Add +2.6% 17,602 $3.4M
Citizens Financial Group Inc. 0.05% Add +11.6% 17,411 $3.4M
Lakeridge Wealth Management LLC 1.51% New 17,395 $3.4M
Condor Capital Management 0.28% Reduce -5.7% 17,333 $3.4M
Nwam LLC 0.18% Reduce -16.8% 17,194 $3.4M
1832 Asset Management L.P. 0.01% Add +45.3% 17,092 $3.3M
Renaissance Technologies 0.00% Add +17.2% 17,000 $3.3M
Flagstar Securities, Inc. 1.02% Reduce -1.4% 16,971 $3.3M
Haverford Trust Co 0.03% No change 16,784 $3.3M
RFG Advisory, LLC 0.07% Reduce -5.7% 16,737 $3.3M
Mullooly Asset Management, Inc. 1.26% Reduce -0.1% 16,728 $3.3M
HB Wealth Management, LLC 0.02% Add +48.2% 16,713 $3.3M
Inscription Capital, LLC 0.35% Reduce -8.8% 16,658 $3.3M
Caprock Group, LLC 0.08% — 17,885 $3.3M
Tyche Wealth Partners LLC 0.57% Reduce -18.8% 16,591 $3.2M
Terra Nova Asset Management LLC 2.04% Add +3.1% 16,552 $3.2M
Balboa Wealth Partners 0.56% Add +0.0% 16,449 $3.2M
Ayalon Insurance Comp Ltd. 0.80% No change 16,230 $3.2M
Gotham Asset Management 0.01% Add +7.5% 16,004 $3.1M
AQR Capital Management 0.00% Add +0.7% 15,941 $3.1M
Regal Investment Advisors LLC 0.20% Reduce -56.8% 15,930 $3.1M
First United Bank & Trust 1.01% Reduce -0.2% 15,916 $3.1M
First Manhattan Co. Llc. 0.01% Add +1.1% 15,904 $3.1M
Apeiron RIA LLC 0.70% Reduce -47.9% 15,761 $3.1M
Brookstone Capital Management 0.04% Reduce -55.8% 15,856 $3.1M
Joel Isaacson & Co., LLC 0.11% Add +0.0% 15,798 $3.1M
VestGen Advisors, LLC 0.10% Add +630.4% 15,725 $3.1M
Promethium Advisors,llc 1.76% Reduce -0.5% 15,685 $3.1M
Consolidated Portfolio Review Corp 0.38% Add +995.4% 15,554 $3.0M
Waverly Advisors, LLC 0.03% Reduce -3.6% 15,458 $3.0M
Leeward Financial Partners, LLC 0.86% No change 15,452 $3.0M
Lakeshore Financial Planning, Inc. 1.11% Reduce -6.0% 15,243 $3.0M
USA Financial Formulas 0.52% Reduce -25.6% 15,201 $3.0M
Adams Wealth Management 0.63% New 15,119 $3.0M
CacheTech Inc. 0.60% New 15,119 $3.0M
Duncker Streett & Co. Inc. 0.51% No change 15,053 $2.9M
W Advisors, LLC 1.55% Reduce -11.4% 15,026 $2.9M
Tennessee Valley Asset Management Partners 0.40% New 14,947 $2.9M
Second Half Financial Partners, LLC 1.28% Reduce -6.1% 14,855 $2.9M
Transamerica Financial Advisors, LLC 0.24% Add +0.7% 14,808 $2.9M
Mach-1 Financial Group, LLC 0.46% New 14,783 $2.9M
Integrity Advisory Solutions, LLC 0.46% — 14,783 $2.9M
Conservest Capital Advisors, Inc. 0.27% Reduce -1.2% 14,665 $2.9M
Western Wealth Management, LLC 0.15% Reduce -38.2% 14,547 $2.8M
Tempus Wealth Planning, LLC 0.65% Reduce -14.6% 14,538 $2.8M
ONE Advisory Partners, LLC 0.87% Reduce -70.5% 14,420 $2.8M
Moulton Wealth Management, Inc. 2.06% New 14,493 $2.8M
Client 1ST Advisory Group, LLC 0.94% Add +3.3% 14,481 $2.8M
KKM Financial LLC 0.87% Reduce -2.1% 14,194 $2.8M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -92.4% 14,115 $2.8M
Lakeshore Capital Group, Inc. 2.23% Add +0.3% 14,076 $2.8M
Diversify Advisory Services, LLC 0.09% Add +82.6% 13,170 $2.7M
M1 Capital Management LLC 1.18% Reduce -2.1% 14,007 $2.7M
Concorde Asset Management, LLC 1.14% — 13,687 $2.7M
XTX Topco Ltd 0.14% New 13,811 $2.7M
Centaurus Financial, Inc. 0.13% Add +0.6% 13,757 $2.7M
Keeler & Nadler Financial Planning & Wealth Management 0.98% Reduce -51.8% 13,695 $2.7M
Glenview Trust Co 0.04% Reduce -0.3% 13,666 $2.7M
High Falls Advisors, Inc 0.55% Reduce -77.0% 13,564 $2.7M
Lifestyle Asset Management, Inc. 0.91% Add +125.2% 13,541 $2.7M
Trustmark Bank Trust Department 0.17% Reduce -0.3% 13,490 $2.6M
Eagle Strategies LLC 0.35% Reduce -9.8% 13,467 $2.6M
Roof Eidam Maycock Peralta, LLC 0.64% No change 13,408 $2.6M
LVW Advisors, LLC 0.27% Reduce -8.0% 13,406 $2.6M
BridgePort Financial Solutions, LLC 0.70% Reduce -27.9% 13,263 $2.6M
LongView Wealth Management 0.70% Add +1.5% 13,229 $2.6M
Advus Financial Partners, LLC 0.62% Reduce -5.1% 13,196 $2.6M
Benjamin Edwards Inc. 0.03% Add +0.2% 13,146 $2.6M
Montis Financial, LLC 0.59% Reduce -13.6% 13,130 $2.6M
Keystone Wealth Services, LLC 0.56% Reduce -7.0% 13,104 $2.6M
Waddell & Associates, LLC 0.22% No change 13,098 $2.6M
Beacon Pointe Advisors, LLC 0.02% Add +607.6% 13,070 $2.6M
Fulcrum Equity Management 2.58% Add +45.3% 13,022 $2.6M
Mayflower Financial Advisors, LLC 0.32% Reduce -51.8% 12,902 $2.5M
Savant Capital, LLC 0.02% Add +0.9% 12,712 $2.5M
Financial Perspectives, Inc 0.69% Add +1.6% 12,661 $2.5M
LRI Investments, LLC 0.20% No change 12,465 $2.4M
GTS Securities LLC 0.09% New 12,202 $2.4M
Stock Yards Bank & Trust Co. 0.07% Add +1.1% 12,177 $2.4M
Kelly Financial Services LLC 0.62% Reduce -78.0% 12,128 $2.4M
Ballew Advisors, Inc 1.32% Reduce -0.6% 12,175 $2.4M
Endeavor Private Wealth, Inc. 0.73% Reduce -12.0% 12,056 $2.4M
Adell Harriman & Carpenter Inc. 0.14% No change 12,000 $2.4M
Outlook Wealth Advisors, LLC 0.59% Add +1.5% 11,994 $2.3M
Money Concepts Capital Corp. 0.14% Add +485.0% 11,957 $2.3M
Clear Creek Financial Management, LLC 0.20% Add +32.2% 11,842 $2.3M
Bragg Financial Advisors, Inc 0.08% No change 11,694 $2.3M
Summit Financial, LLC 0.04% Add +8.3% 11,690 $2.3M
Market Street Wealth Management Advisors LLC 0.36% Reduce -0.8% 11,679 $2.3M
TRUE Private Wealth Advisors 0.23% Add +54.1% 11,610 $2.3M
Silver Oak Securities, Incorporated 0.17% Add +8.3% 11,598 $2.3M
Principle Wealth Partners LLC 0.13% No change 11,588 $2.3M
Legacy Private Trust Co. 0.14% Reduce -4.5% 11,546 $2.3M
Dale Q Rice Investment Management Ltd 1.59% Add +0.3% 11,225 $2.3M
West Wealth Group, LLC 0.51% Reduce -84.0% 11,396 $2.2M
B. Riley Wealth Advisors, Inc. 0.11% Reduce -51.4% 11,341 $2.2M
WealthCare Investment Partners, LLC 0.71% Reduce -4.5% 11,145 $2.2M
Maia Wealth LLC 0.37% Reduce -60.1% 10,691 $2.2M
Advisory Alpha, LLC 0.06% Add +16.5% 10,962 $2.2M
Nova Wealth Management, Inc. 1.53% Reduce -9.6% 11,111 $2.2M
D.A. Davidson & Co. 0.01% Reduce -3.5% 10,962 $2.1M
Castle Rock Wealth Management, LLC 0.47% Add +3.6% 10,707 $2.1M
Canvas Wealth Advisors, LLC 0.38% No change 10,702 $2.1M
Eq LLC 0.72% Reduce -26.8% 10,781 $2.1M
SeaCrest Wealth Management, LLC 0.22% Add +6.3% 10,459 $2.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +4.3% 10,722 $2.1M
Apollon Financial, LLC 0.35% Add +12.3% 10,703 $2.1M
Harmony Asset Management LLC 0.72% Add +13.8% 10,688 $2.1M
Ewa, LLC 0.58% Reduce -19.2% 10,628 $2.1M
Magnus Financial Group LLC 0.16% Reduce -7.5% 10,593 $2.1M
Coastal Bridge Advisors, LLC 0.16% Reduce -4.3% 10,562 $2.1M
Westbourne Investments, Inc. 0.99% Reduce -14.4% 9,943 $2.1M
TD Waterhouse Canada Inc. 0.01% Add +97.6% 10,465 $2.1M
Cyndeo Wealth Partners, LLC 0.11% Reduce -0.4% 10,498 $2.1M
Simplex Trading, LLC 0.05% New 10,488 $2.1M
Sonata Capital Group Inc. 0.76% No change 10,480 $2.1M
Global Financial Private Client, LLC 0.73% Reduce -5.7% 10,464 $2.0M
Patriot Financial Group Insurance Agency, LLC 0.26% Reduce -31.1% 10,419 $2.0M
Montz Harcus Wealth Management LLC 0.89% Add +0.0% 10,389 $2.0M
Wesbanco Bank Inc. 0.06% No change 10,365 $2.0M
Blue Trust, Inc. 0.02% Reduce -77.9% 10,352 $2.0M
Patten & Patten Inc. 0.12% Add +4.8% 10,273 $2.0M
NCM Capital Management, LLC 0.78% Reduce -2.6% 10,271 $2.0M
AdvisorNet Financial, Inc 0.11% Reduce -0.6% 10,264 $2.0M
Catalina Capital Group, LLC 1.24% Reduce -7.8% 10,257 $2.0M
Oppenheimer & Co. Inc. 0.02% Reduce -0.1% 10,232 $2.0M
Beacon Financial Group 0.20% Reduce -77.0% 10,219 $2.0M
Wealthspire Retirement, LLC 0.13% Add +0.3% 10,150 $2.0M
Csenge Advisory Group 0.09% Reduce -47.9% 10,084 $2.0M
Westwood Wealth Management 0.72% No change 9,995 $2.0M
Visionary Wealth Advisors 0.09% Add +3.5% 9,988 $2.0M
Siligmueller & Norvid Wealth Advisors LLC 0.88% New 9,968 $2.0M
Maltin Wealth Management, Inc. 0.81% Add +0.0% 9,964 $2.0M
Cornerstone Wealth Management, LLC 0.11% Add +10.3% 9,948 $1.9M
Allworth Financial LP 0.01% Add +3.3% 9,923 $1.9M
Northside Capital Management, LLC 0.18% No change 9,800 $1.9M
Redwood Financial Network Corp 1.21% Add +3.4% 9,753 $1.9M
Ridgeline Wealth, LLC 1.41% Reduce -0.1% 9,750 $1.9M
Lake Street Private Wealth, LLC 0.24% Add +0.4% 9,632 $1.9M
First National Trust Co 0.06% Add +14.4% 9,608 $1.9M
Austin Private Wealth, LLC 0.14% Reduce -91.7% 9,563 $1.9M
Chesley Taft & Associates LLC 0.08% Reduce -0.4% 9,560 $1.9M
May Hill Capital, LLC 0.55% Reduce -23.2% 9,507 $1.9M
Fifth Third Wealth Advisors LLC 0.07% Add +0.2% 9,506 $1.9M
Boston Family Office LLC 0.12% Reduce -2.1% 9,500 $1.9M
Aviance Capital Partners, LLC 0.22% Reduce -3.5% 9,467 $1.9M
HCR Wealth Advisors 0.19% No change 9,229 $1.8M
Carret Asset Management, LLC 0.18% Reduce -1.6% 9,351 $1.8M
Rwa Wealth Partners, LLC 0.02% Reduce -0.9% 9,291 $1.8M
Aptus Capital Advisors, LLC 0.02% Add +22.4% 9,233 $1.8M
Meridian Management Co. 0.48% No change 9,200 $1.8M
JFS Wealth Advisors, LLC 0.10% Reduce -45.2% 9,102 $1.8M
Charter Oak Capital Management, LLC 0.14% Reduce -2.6% 9,043 $1.8M
Lewis Asset Management, LLC 0.72% Add +7.9% 8,981 $1.8M
Davis Wealth Advisors, LLC 1.57% Reduce -38.8% 8,951 $1.8M
Guidance Capital, Inc. 0.46% Add +4.2% 8,585 $1.7M
DAVENPORT & Co LLC 0.01% Reduce -15.7% 8,747 $1.7M
Bison Wealth, LLC 0.16% Add +1.4% 8,517 $1.7M
Debussy Capital Management LP 0.24% Add +0.1% 8,715 $1.7M
Meridian Wealth Advisors, LLC 0.24% No change 8,706 $1.7M
EWG Elevate Inc. 0.53% New 8,669 $1.7M
Sharkey, Howes & Javer 0.22% Reduce -85.6% 8,570 $1.7M
CX Institutional 0.05% Reduce -9.1% 8,570 $1.7M
Navellier & Associates Inc. 0.17% New 8,543 $1.7M
Gladstone Institutional Advisory LLC 0.06% Reduce -11.1% 8,536 $1.7M
Tower Research Capital LLC (TRC) 0.05% Reduce -63.0% 8,524 $1.7M
DecisionMap Wealth Management, LLC 1.07% Add +0.1% 8,521 $1.7M
Balance Wealth Partners LLC 0.41% Reduce -29.7% 8,495 $1.7M
Quadrant Private Wealth Management, LLC 0.30% Reduce -61.5% 8,471 $1.7M
Panoramic Investment Advisors, LLC 0.93% Reduce -45.3% 8,429 $1.7M
Journey Strategic Wealth LLC 0.05% Reduce -8.4% 8,426 $1.7M
Redwood Investment Management, LLC 0.18% Add +8.9% 8,420 $1.6M
Private Trust Co. NA 0.14% Reduce -12.0% 8,361 $1.6M
Franklin Resources Inc. 0.00% Add +7.8% 8,334 $1.6M
Intrepid Financial Planning Group LLC 0.62% Add +13.0% 8,282 $1.6M
Freestone Capital Holdings, LLC 0.05% Reduce -28.1% 8,257 $1.6M
Nikulski Financial, Inc. 0.40% Reduce -4.3% 8,198 $1.6M
Investment Advisory Group, LLC 0.43% Add +1.5% 8,154 $1.6M
Vertex Planning Partners, LLC 0.30% Reduce -39.1% 8,088 $1.6M
Bawa N Mallick Trust 0.59% No change 8,000 $1.6M
SPC Financial, Inc. 0.12% Reduce -2.7% 7,993 $1.6M
QRG Capital Management, Inc. 0.02% Add +111.0% 7,986 $1.6M
Venturi Wealth Management, LLC 0.07% Add +6.8% 7,691 $1.5M
World Investment Advisors 0.03% Reduce -28.8% 7,666 $1.5M
Wedbush Securities Inc. 0.05% Reduce -34.5% 7,647 $1.5M
Sax Wealth Advisors, LLC 0.08% Reduce -1.3% 7,528 $1.5M
Alterna Wealth Management, Inc. 1.19% Reduce -18.5% 7,372 $1.4M
Rossby Financial, LCC 0.48% Add +0.5% 7,297 $1.4M
Shared Vision Wealth Group LLC 0.60% Reduce -57.1% 7,174 $1.4M
Ibex Wealth Advisors 0.14% Add +8.2% 7,232 $1.4M
Kaydan Wealth Management, Inc. 0.40% No change 7,185 $1.4M
Aprio Wealth Management, LLC 0.14% Reduce -0.5% 7,176 $1.4M
Copperleaf Capital, LLC 0.67% Reduce -38.4% 7,088 $1.4M
Lee Johnson Capital Management, LLC 0.46% New 7,059 $1.4M
Avior Wealth Management, LLC 0.04% Add +1.4% 7,030 $1.4M
M3 Advisory Group, LLC 0.86% Reduce -1.0% 7,018 $1.4M
KPP Advisory Services LLC 0.20% Reduce -2.5% 7,014 $1.4M
Moors & Cabot, Inc. 0.06% Reduce -13.6% 6,999 $1.4M
Saxon Interests, Inc. 0.54% Reduce -0.1% 7,539 $1.4M
Olde Wealth Management, LLC 0.42% — 6,667 $1.4M
Yukon Wealth Management, Inc. 0.45% Reduce -2.4% 6,954 $1.4M
CWA Asset Management Group, LLC 0.05% Reduce -0.1% 6,905 $1.4M
Lanark Financial, Inc. 0.10% Reduce -4.5% 6,893 $1.4M
JB Capital LLC 0.06% Reduce -97.0% 6,885 $1.3M
Glenmede Investment Management, LP 0.01% Reduce -0.2% 6,880 $1.3M
Stone House Investment Management, LLC 0.23% Reduce -91.3% 6,867 $1.3M
Westside Investment Management, Inc. 0.21% Add +0.2% 6,852 $1.3M
Curi Capital, LLC 0.02% No change 6,855 $1.3M
Stanich Group LLC 0.82% Reduce -8.3% 6,839 $1.3M
Wealthcare Advisory Partners LLC 0.03% Reduce -2.3% 6,813 $1.3M
Signature Estate & Investment Advisors LLC 0.03% Add +97.5% 6,783 $1.3M
Graves Light Lenhart Wealth, Inc. 0.15% No change 6,748 $1.3M
Brooktree Capital Management 0.84% No change 6,746 $1.3M
American Institute for Advanced Investment Management, LLP 0.86% No change 6,733 $1.3M
Cooper Financial Group 0.15% Reduce -1.3% 6,727 $1.3M
First Western Trust Bank 0.06% No change 6,700 $1.3M
Maryland Capital Advisors Inc. 0.47% No change 6,680 $1.3M
PKS Advisory Services, LLC 0.30% Add +2.3% 6,645 $1.3M
Willner & Heller, LLC 0.99% Add +0.0% 6,611 $1.3M
Essex Financial Services, Inc. 0.08% Reduce -4.1% 6,576 $1.3M
Patriot Investment Management Group, Inc. 0.08% Reduce -31.5% 6,557 $1.3M
WealthPlan Investment Management, LLC 0.08% Reduce -64.0% 6,515 $1.3M
Buck Wealth Strategies, LLC 0.17% Reduce -7.9% 6,460 $1.3M
Zhang Financial LLC 0.05% Add +1.5% 6,454 $1.3M
Hudson Portfolio Management LLC 1.12% Reduce -4.4% 6,435 $1.3M
Full Sail Capital, LLC 0.07% Reduce -2.1% 6,352 $1.2M
Tradition Wealth Management, LLC 0.09% Reduce -67.7% 6,239 $1.2M
Yeomans Consulting Group, Inc. 0.42% Add +3.0% 6,156 $1.2M
Accel Wealth Management 0.35% Add +300.3% 6,137 $1.2M
Firethorn Wealth Partners, LLC 0.47% Reduce -53.4% 6,064 $1.2M
Clearstead Advisors, LLC 0.02% Reduce -3.9% 6,049 $1.2M
Latitude Advisors, LLC 0.54% Add +2.1% 6,043 $1.2M
Obsidian Cio, LLC 0.16% Add +2.7% 6,042 $1.2M
Lavaca Capital LLC 0.21% No change 6,000 $1.2M
Cassaday & Co Wealth Management LLC 0.03% Add +5.1% 5,992 $1.2M
OMNI 360 Wealth, Inc. 0.66% Reduce -8.9% 5,988 $1.2M
Park National Corp. 0.04% No change 5,940 $1.2M
Stratos Investment Management, LLC 0.05% Add +43.0% 5,906 $1.2M
Invictus Private Wealth, LLC 0.07% Reduce -0.0% 5,869 $1.1M
Stillwater Wealth Management Group 0.80% — 5,860 $1.1M
FAS Wealth Partners, Inc. 0.08% No change 5,854 $1.1M
Unified Investment Management 1.13% Reduce -4.1% 5,795 $1.1M
Riverview Capital Advisers, LLC 0.33% No change 9,834 $1.1M
Petix & Botte Co 0.26% Add +17.0% 5,758 $1.1M
Fortis Group Advisors, LLC 0.19% Reduce -0.2% 5,403 $1.1M
Chapin Davis, Inc. 0.28% No change 5,719 $1.1M
Greenleaf Trust 0.01% Add +1.0% 5,715 $1.1M
Montag A & Associates Inc. 0.05% Reduce -4.1% 5,655 $1.1M
FFG Retirement Advisors LLC 0.68% Reduce -51.7% 5,580 $1.1M
Ashton Thomas Securities, LLC 0.15% New 5,579 $1.1M
Spectrum Planning & Advisory Services Inc. 0.62% Reduce -66.2% 5,565 $1.1M
Tactive Advisors, LLC 0.31% Reduce -4.0% 5,563 $1.1M
Axecap Investments, LLC 0.67% Add +1.5% 5,558 $1.1M
Pallas Capital Advisors LLC 0.04% Reduce -0.6% 5,498 $1.1M
Allen Investment Management, LLC 0.01% No change 5,464 $1.1M
Verus Capital Partners, LLC 0.08% Reduce -53.1% 5,460 $1.1M
Courier Capital LLC 0.06% No change 5,459 $1.1M
N.E.W. Advisory Services LLC 0.10% No change 5,453 $1.1M
Harbor Investment Advisory, LLC 0.09% Reduce -11.8% 5,452 $1.1M
Tiaa Trust, National Association 0.00% Reduce -2.5% 5,451 $1.1M
Dakota Wealth Management 0.02% Reduce -33.2% 5,439 $1.1M
MKT Advisors LLC 0.39% Reduce -28.7% 5,377 $1.1M
International Assets Investment Management, LLC 0.09% Add +1.6% 6,175 $1.1M
Howard Capital Management, LLC 0.01% Add +1.0% 5,403 $1.1M
Regimen Wealth, LLC 0.31% No change 5,363 $1.0M
Concord Wealth Partners 0.14% Reduce -1.4% 5,357 $1.0M
Dagco, Inc. 0.26% Add +6.8% 5,350 $1.0M
Modern Wealth Management, LLC 0.02% Reduce -73.6% 5,295 $1.0M
Lighthouse Financial LLC 0.68% Add +17.6% 5,290 $1.0M
Empower Advisory Group, LLC 0.00% Add +3.7% 5,258 $1.0M
UNIVEST FINANCIAL Corp 0.06% No change 5,197 $1.0M
Biondo Investment Advisors, LLC 0.13% Add +36.4% 5,195 $1.0M
Roman Butler Fullerton & Co. 0.27% Add +0.0% 4,806 $1.0M
Arete Wealth Advisors, LLC 0.06% No change 5,098 $999K
Capital Investment Advisory Services, LLC 0.08% Add +0.5% 5,089 $997K
Penobscot Wealth Management 0.32% Reduce -1.9% 5,082 $995K
Strategic Financial Concepts, LLC 0.14% New 5,065 $992K
Kovack Advisors, Inc. 0.09% Reduce -26.6% 5,058 $991K
Wealthstream Advisors, Inc. 0.15% No change 5,048 $989K
Hilltop Holdings Inc. 0.05% Reduce -7.9% 5,039 $987K
Ameriflex Group, Inc. 0.37% Reduce -20.8% 5,034 $986K
StoneX Group Inc. 0.04% Add +11.1% 5,009 $981K
Choate Investment Advisors 0.02% No change 4,950 $970K
Retirement Wealth Solutions LLC 0.64% Reduce -49.3% 4,947 $969K
Symphony Financial Services, Inc. 0.52% Reduce -0.0% 4,944 $968K
Lantz Financial LLC 0.21% Reduce -61.1% 4,927 $965K
Clearview Wealth Advisors LLC 0.62% Reduce -6.1% 4,906 $961K
Mainstream Capital Management LLC 0.64% Reduce -2.6% 4,902 $960K
Certus Wealth Management, LLC 0.57% Reduce -70.8% 4,883 $956K
Occidental Asset Management, LLC 0.12% Add +1.2% 4,860 $952K
GPS Wealth Strategies Group, LLC 0.10% Add +2.5% 4,846 $949K
Sierra Summit Advisors LLC 0.14% No change 4,812 $942K
Synovus Financial Corp. 0.01% Reduce -4.8% 4,808 $942K
Affiance Financial, LLC 0.17% Add +2.6% 4,800 $940K
Interchange Capital Partners, LLC 0.18% Reduce -44.9% 4,781 $936K
Kingsview Wealth Management, LLC 0.01% Reduce -1.1% 4,716 $924K
Fsa Wealth Partners, Inc. 0.35% Reduce -7.9% 4,675 $916K
Argyle Capital Partners, LLC 0.65% Add +19.5% 4,652 $911K
Two Sigma Securities, LLC 0.13% New 4,632 $907K
Burns J W & Co. Inc. 0.10% Reduce -1.3% 4,620 $905K
Mission Wealth Management, LP 0.02% Add +0.2% 4,590 $899K
Private Client Services, LLC 0.30% Add +8.8% 4,576 $896K
Adapt Wealth Advisors, LLC 0.33% Add +3.6% 4,556 $892K
Spinnaker Trust 0.05% Add +0.8% 4,539 $889K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -13.9% 4,538 $889K
Schnieders Capital Management, Llc. 0.14% — 4,532 $888K
Great Valley Advisor Group, Inc. 0.02% Reduce -24.3% 4,524 $887K
WealthShield Partners, LLC 0.10% Reduce -80.2% 4,516 $885K
Cornerstone Wealth Group, LLC 0.06% Reduce -2.2% 4,505 $882K
Everpar Advisors LLC 0.35% Add +34.7% 4,501 $882K
Naples Global Advisors, LLC 0.07% Add +39.9% 4,488 $879K
Sequoia Financial Advisors, LLC 0.01% Reduce -4.0% 4,459 $873K
Orange Investment Advisors, Inc. 0.09% Reduce -0.9% 4,440 $870K
McNaughton Wealth Management, LLC 0.36% Reduce -80.8% 4,413 $864K
Signal Advisors Wealth, LLC 0.08% Reduce -17.9% 4,345 $851K
One Wealth Capital Management, LLC 0.38% Reduce -74.2% 4,343 $851K
Financial Engines Advisors L.L.C. 0.00% Reduce -3.3% 4,324 $847K
Warner Financial, Inc. 0.32% No change 4,313 $845K
Rik Saylor Financial, Inc. 0.61% Add +0.2% 4,285 $839K
Midwest Capital Advisors, LLC 0.40% Reduce -88.4% 4,275 $837K
Triad Wealth Partners, LLC 0.11% Reduce -88.2% 4,266 $836K
Kesler, Norman & Wride, LLC 0.16% Add +26.5% 5,188 $828K
Modera Wealth Management, LLC 0.01% Add +6.0% 4,202 $823K
Comprehensive Financial Planning, Inc. 0.56% Add +15.5% 4,199 $822K
Emergent Wealth Advisors, LLC 0.47% Reduce -0.3% 4,180 $819K
Advance Capital Management, Inc. 0.04% No change 4,137 $810K
Asset Dedication, LLC 0.05% Add +28.2% 4,120 $807K
Cannon Advisors, Inc. 0.54% New 4,000 $800K
Financial Advocates Investment Management 0.45% Reduce -62.1% 4,084 $800K
Gen-Wealth Partners Inc 0.27% Reduce -76.1% 4,063 $796K
Root Financial Partners, LLC 0.05% Reduce -2.4% 4,017 $787K
Valeo Financial Advisors, LLC 0.02% Reduce -1.3% 4,000 $784K
Westover Capital Advisors, LLC 0.14% No change 4,000 $783K
LexAurum Advisors, LLC 0.11% Reduce -2.9% 3,989 $781K
Dodds Wealth, LLC 0.19% Reduce -0.6% 3,977 $779K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -36.8% 3,827 $779K
United Capital Management of KS, Inc. 0.11% Reduce -4.3% 3,950 $774K
Insigneo Advisory Services, LLC 0.05% Reduce -25.9% 3,902 $764K
Wetzel Investment Advisors, Inc. 0.33% Reduce -10.9% 3,899 $764K
PUREfi Wealth, LLC 0.59% Reduce -24.4% 3,892 $762K
FPC Investment Advisory, Inc. 0.46% Reduce -30.2% 3,890 $762K
Retirement Planning Group, LLC 0.03% New 3,872 $758K
Transcend Capital Advisors, LLC 0.05% Reduce -42.8% 3,865 $757K
Hoxton Planning & Management, LLC 0.24% Reduce -65.5% 3,861 $756K
Family Manage LLC 0.10% No change 3,860 $756K
WT Wealth Management 0.22% Add +10.6% 3,846 $753K
Mill Creek Capital Advisors, LLC 0.02% No change 3,828 $750K
BLVD Private Wealth, LLC 0.64% Reduce -5.1% 3,800 $744K
Wolverine Trading, LLC 0.01% New 3,781 $737K
Meritage Portfolio Management 0.05% No change 3,757 $736K
Qube Research & Technologies Ltd 0.00% Add +6160.0% 3,756 $736K
Prudent Investors Network, Inc. 0.18% No change 3,751 $735K
Ausdal Financial Partners, Inc. 0.04% Reduce -20.6% 3,729 $730K
Hilltop Partners LLC 0.22% No change 3,715 $728K
Empowered Funds, LLC 0.01% New 3,700 $725K
Schorn Wealth LLC 0.22% No change 3,684 $722K
TrueWealth Advisors, LLC 0.20% Reduce -9.9% 3,681 $721K
Daymark Wealth Partners, LLC 0.02% No change 3,627 $710K
EverSource Wealth Advisors, LLC 0.03% Reduce -35.2% 3,619 $709K
Presidio Capital Management, LLC 0.25% Add +4.5% 3,610 $707K
SkyView Investment Advisors, LLC 0.09% Reduce -0.1% 3,606 $706K
Willis Johnson & Associates, Inc. 0.04% Reduce -4.1% 3,604 $706K
Edgemoor Investment Advisors, Inc. 0.05% New 3,600 $705K
GFS Advisors, LLC 0.09% Reduce -0.3% 3,593 $704K
Astoria Portfolio Advisors LLC. 0.18% New 3,469 $697K
Neuberger Berman Group LLC 0.00% No change 3,557 $697K
Old North State Wealth Management, LLC 0.32% Add +6.5% 3,506 $688K
RCS Financial Planning, LLC 0.30% Reduce -58.5% 3,456 $677K
Oxinas Partners, LLC 0.36% Add +0.0% 3,436 $673K
Summit Trail Advisors, LLC 0.01% Add +12.6% 3,432 $672K
Chesapeake Wealth Management 0.20% Reduce -1.4% 3,419 $670K
Old National Bancorp 0.01% Add +0.2% 3,413 $668K
Correct Capital Wealth Management 0.12% No change 3,400 $666K
Mma Asset Management LLC 0.22% Add +100.0% 3,360 $658K
Strategy Asset Managers LLC 0.12% Reduce -0.7% 3,355 $657K
XML Financial, LLC 0.05% No change 3,352 $657K
Litman Gregory Wealth Management LLC 0.05% No change 3,346 $655K
Essex Bank 0.15% No change 3,345 $655K
Moment Partners, LLC 0.12% No change 3,339 $654K
Russell Investments Group, Ltd. 0.00% Add +204.4% 3,330 $652K
Savvy Advisors, Inc. 0.03% Reduce -6.6% 3,323 $651K
Intrua Financial, LLC 0.08% Add +0.1% 3,311 $648K
Avantax Planning Partners, Inc. 0.02% Add +0.1% 3,296 $646K
Diversified Trust Co. 0.01% No change 3,269 $640K
TBH Global Asset Management, LLC 0.12% New 3,250 $637K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.6% 3,250 $637K
Brookwood Investment Group LLC 0.08% Reduce -13.6% 3,249 $636K
Columbia Bank 0.18% No change 3,200 $629K
Sensible Money, LLC 0.21% No change 3,200 $627K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -13.1% 3,195 $626K
Trek Financial, LLC 0.04% Reduce -90.2% 3,155 $618K
NewEdge Wealth, LLC 0.01% Reduce -4.3% 3,016 $616K
Integrated Capital Management, LLC 0.27% Reduce -13.1% 2,967 $615K
GWN Securities Inc. 0.14% Reduce -5.3% 3,041 $603K
Pinnacle Financial Partners Inc 0.01% No change 3,069 $601K
Samalin Investment Counsel, LLC 0.21% Reduce -2.9% 3,057 $599K
Fiduciary Group, LLC 0.05% Add +148.7% 3,044 $596K
Jefferies Financial Group Inc. 0.01% Add +19.8% 3,044 $596K
Michels Family Financial, LLC 0.46% Reduce -6.4% 3,039 $595K
Tobias Financial Advisors, Inc. 0.09% No change 3,032 $594K
Antonelli Financial Advisors, LLC 0.40% Reduce -0.3% 3,021 $592K
Dentgroup LLC 0.38% Add +13.9% 3,017 $591K
Vise Technologies, Inc. 0.02% New 3,013 $590K
Quantbot Technologies LP 0.02% New 3,000 $588K
Next Level Private LLC 0.17% Add +0.0% 2,945 $587K
SteelPeak Wealth, LLC 0.02% Reduce -95.1% 2,997 $587K
Horizon Wealth Management, LLC 0.09% Reduce -96.6% 2,987 $585K
Canal Capital Management, LLC 0.09% No change 2,982 $584K
Trexquant Investment LP 0.01% Add +17.8% 2,980 $584K
Manchester Capital Management LLC 0.08% No change 2,968 $581K
Fifth Third Bancorp 0.00% Add +1.7% 2,897 $567K
Richmond Investment Services, LLC 0.11% Reduce -30.1% 2,896 $567K
Paces Ferry Wealth Advisors, LLC 0.24% No change 2,891 $566K
Flputnam Investment Management Co. 0.01% Reduce -9.9% 2,890 $566K
JARISLOWSKY, FRASER Ltd 0.00% No change 2,885 $565K
Nicolet Advisory Services, LLC 0.04% No change 2,856 $565K
Fairvoy Private Wealth, LLC 0.13% Reduce -1.3% 2,876 $563K
Carderock Capital Management Inc. 0.14% No change 2,875 $563K
Confluence Wealth Services, Inc. 0.03% Reduce -0.5% 2,828 $554K
Asset Management Group, Inc. 0.09% No change 2,802 $549K
One Capital Management, LLC 0.02% Add +53.6% 2,801 $549K
B.O.S.S. Retirement Advisors, LLC 0.13% Reduce -41.5% 2,801 $549K
Main Street Financial Solutions, LLC 0.04% Reduce -1.8% 2,801 $549K
Harvest Investment Services, LLC 0.11% Add +16.3% 2,795 $547K
Washington Trust Bank 0.04% Reduce -20.1% 2,793 $547K
Bensler, LLC 0.06% Add +0.0% 2,775 $543K
Smith, Moore & Co. 0.04% Add +5.8% 2,750 $539K
Worth Asset Management, LLC 0.24% Add +81.9% 2,743 $537K
Evergreen Capital Management LLC 0.01% No change 2,743 $537K
Legacy Financial Advisors, Inc. 0.07% No change 2,739 $536K
Golden State Wealth Management, LLC 0.06% Reduce -12.3% 2,723 $533K
Yardley Wealth Management LLC 0.30% No change 2,723 $533K
WESPAC Advisors SoCal, LLC 0.11% No change 2,710 $531K
Kanawha Capital Management LLC 0.04% Reduce -1.8% 2,701 $529K
PFG Advisors 0.02% New 2,680 $525K
Puff Wealth Management, LLC 0.78% Reduce -3.6% 2,630 $515K
HT Partners LLC 0.16% No change 2,612 $512K
D L Carlson Investment Group Inc. 0.09% Reduce -5.9% 2,600 $509K
Warm Springs Advisors Inc. 0.39% No change 2,599 $509K
Leavell Investment Management, Inc. 0.02% Add +1.5% 2,594 $508K
Chicago Partners Investment Group LLC 0.01% Add +0.0% 2,427 $508K
AlphaCore Capital LLC 0.02% Reduce -1.3% 2,566 $503K
Elevation Point Wealth Partners, LLC 0.04% Reduce -79.5% 2,565 $502K
Acorn Wealth Advisors, LLC 0.16% Add +30.4% 2,558 $501K
Fisher Asset Management 0.00% Reduce -3.9% 2,542 $498K
Level Four Advisory Services, LLC 0.02% Add +25.4% 2,527 $495K
Facet Wealth, Inc. 0.01% Add +46.5% 2,519 $493K
Beaird Harris Wealth Management, LLC 0.03% Reduce -28.5% 2,505 $491K
Cahaba Wealth Management, Inc. 0.04% No change 2,503 $490K
Optivise Advisory Services LLC 0.29% Reduce -52.1% 2,503 $490K
Blue Fin Capital, Inc. 0.08% No change 2,493 $488K
Planning Directions Inc. 0.25% Add +5.7% 2,488 $487K
Avalon Trust Co 0.03% New 2,486 $487K
Steinberganna Wealth Management 0.23% — 2,470 $484K
Verger Capital Management LLC 0.16% Reduce -15.0% 2,443 $478K
Accredited Investors Inc. 0.03% No change 2,424 $475K
Parkside Financial Bank & Trust 0.04% No change 2,408 $472K
True Vision MN LLC 0.25% Reduce -86.9% 2,401 $470K
Sutton Place Investors LLC 0.27% Reduce -60.4% 2,400 $470K
First City Capital Management, Inc. 0.25% No change 2,400 $470K
Ranch Capital Advisors Inc. 0.18% Reduce -0.2% 2,400 $470K
Cidel Asset Management Inc. 0.03% No change 2,400 $470K
TFB Advisors LLC 0.14% Add +1.1% 2,409 $469K
Gryphon Financial Partners LLC 0.05% No change 2,391 $468K
Powell Investment Advisors, LLC 0.16% Add +0.0% 2,385 $467K
Center for Financial Planning, Inc. 0.05% No change 2,384 $467K
Clark Capital Management Group, Inc. 0.00% Add +12.3% 2,380 $466K
SCS Capital Management LLC 0.01% No change 2,370 $464K
Peddock Capital Advisors, LLC 0.10% No change 2,368 $464K
Wealthgarden F.S. LLC 0.33% Reduce -67.8% 2,320 $463K
Bailard, Inc. 0.01% No change 2,356 $461K
Tilson Financial Group, Inc. 0.15% Add +0.7% 2,354 $461K
Thoroughbred Financial Services, LLC 0.03% Add +12.2% 2,349 $460K
Strathmore Capital Advisors, Inc. 0.19% Reduce -3.1% 2,345 $459K
Atlas Brown,Inc. 0.14% Reduce -7.6% 2,343 $459K
Altfest L J & Co. Inc. 0.05% No change 2,330 $456K
Westfuller Advisors, LLC 0.21% Add +0.0% 2,328 $456K
Guardian Wealth Advisors, LLC / NC 0.03% Add +0.6% 2,303 $451K
ELCO Management Co., LLC 0.24% Add +43.8% 2,300 $450K
Well Done, LLC 0.08% New 2,298 $450K
IMZ Advisory Inc 0.17% No change 2,297 $450K
Independence Bank of Kentucky 0.06% Add +7.0% 2,296 $450K
Buttonwood Financial Group, LLC 0.19% Reduce -97.7% 2,271 $449K
Garrison Point Advisors, LLC 0.19% No change 2,290 $449K
GAMMA Investing LLC 0.02% Add +8.7% 2,280 $447K
Crescent Grove Advisors, LLC 0.04% Reduce -19.4% 2,272 $445K
Beacon Financial Advisory LLC 0.10% Reduce -50.1% 2,272 $445K
Weaver Consulting Group 0.11% No change 2,269 $444K
Blue Barn Wealth, LLC 0.19% Add +0.0% 2,252 $441K
Harbour Trust & Investment Management Co 0.05% Reduce -1.9% 2,251 $441K
Marino, Stram & Associates LLC 0.08% No change 2,244 $440K
Ignite Planners, LLC 0.07% Reduce -0.0% 2,240 $439K
New Insight Wealth Advisors 0.16% No change 2,237 $438K
Stratos Wealth Advisors, LLC 0.02% Reduce -1.8% 2,224 $436K
5T Wealth, LLC 0.19% Reduce -65.6% 2,223 $435K
Cornerstone Planning Group LLC 0.07% Add +323.1% 2,086 $434K
Silicon Valley Capital Partners 0.04% No change 2,205 $432K
Baker Avenue Asset Management, LP 0.01% Reduce -0.1% 2,203 $431K
Advisors Capital Management, LLC 0.01% New 2,200 $431K
BOK Financial Private Wealth, Inc. 0.03% No change 2,200 $431K
WealthTrak Capital Management LLC 0.35% Reduce -35.0% 2,197 $430K
Sound Income Strategies, LLC 0.02% Add +8.3% 2,144 $430K
Ceera Investments, LLC 0.13% Reduce -9.0% 2,180 $427K
Associated Banc-Corp 0.01% Reduce -5.1% 2,174 $426K
AlTi Global, Inc. 0.01% No change 2,166 $424K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.09% Reduce -2.7% 2,147 $421K
Atlantic Edge Private Wealth Management, LLC 0.11% No change 2,140 $419K
Garde Capital, Inc. 0.02% No change 2,136 $418K
Sterling Investment Advisors LLC 0.21% Reduce -9.1% 2,115 $414K
Accelerate Investment Advisors LLC 0.28% Reduce -50.2% 2,113 $414K
Edgestream Partners, L.P. 0.01% New 2,102 $412K
Accurate Wealth Management, LLC 0.05% Reduce -6.4% 2,113 $411K
One Charles Private Wealth Services, LLC 0.11% Reduce -2.5% 2,100 $411K
Simplicity Wealth,LLC 0.02% Reduce -91.2% 2,094 $410K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% New 2,091 $407K
Americana Partners, LLC 0.01% Add +0.8% 2,049 $401K
Summit Financial Wealth Advisors, LLC 0.06% No change 2,033 $401K
Jacobi Capital Management LLC 0.02% No change 2,044 $400K
Caliber Wealth Management, LLC / KS 0.04% Reduce -31.1% 2,042 $400K
Circle Wealth Management, LLC 0.01% Add +24.5% 2,033 $398K
Sierra Ocean, LLC 0.33% Reduce -12.8% 2,011 $394K
Widmann Financial Services, Inc. 0.25% No change 2,000 $392K
Argentarii, LLC 0.16% No change 2,000 $392K
Rialto Wealth Management, LLC 0.10% No change 2,000 $392K
Cambridge Advisors Inc. 0.08% No change 2,000 $392K
MV Capital Management, Inc. 0.04% No change 2,000 $392K
First National Bank of Omaha 0.02% No change 2,000 $392K
Vident Advisory, LLC 0.00% Add +50.4% 1,999 $392K
Plante Moran Financial Advisors, LLC 0.02% Add +7.5% 1,996 $391K
Key Financial Inc 0.07% No change 1,976 $390K
Brighton Jones LLC 0.01% Reduce -5.6% 1,988 $389K
JT Stratford LLC 0.05% Reduce -49.5% 1,983 $388K
Madden Advisory Services, Inc. 0.16% No change 1,978 $387K
Verdence Capital Advisors LLC 0.02% Reduce -9.8% 1,867 $387K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -86.3% 1,972 $386K
Wallace Hart LLC 0.28% New 1,972 $386K
Pitcairn Co. 0.03% No change 1,963 $384K
Resolute Wealth Strategies, LLC 0.17% No change 1,951 $382K
Dover Advisors, LLC 0.15% Reduce -2.5% 1,950 $382K
Ascentis Independent Advisors 0.06% Reduce -6.0% 1,947 $381K
Midwest Heritage Bank, FSB 0.14% Reduce -0.4% 1,947 $381K
IFG Advisors, LLC 0.06% No change 1,930 $378K
Baldwin Investment Management, LLC 0.04% Reduce -4.9% 1,930 $378K
Independent Solutions Wealth Management, LLC 0.07% New 1,928 $378K
CVA Family Office, LLC 0.05% Add +0.6% 1,927 $377K
Peoples Bank 0.23% No change 1,926 $377K
Roble, Belko & Company, Inc 0.05% Reduce -12.5% 1,927 $377K
Venture Visionary Partners LLC 0.01% Reduce -10.0% 1,924 $377K
Colonial Trust Co / SC 0.05% No change 1,920 $376K
DF Dent & Co. Inc. 0.00% No change 1,910 $374K
Transcendent Capital Group LLC 0.17% New 1,909 $374K
Oldfather Financial Services, LLC 0.12% Add +3.3% 1,909 $374K
Doliver Advisors, LP 0.10% New 1,909 $374K
Anchor Investment Management, LLC 0.03% Reduce -5.6% 1,908 $374K
Centurion Wealth Management LLC 0.09% Reduce -81.7% 1,904 $373K
V2 Financial group LLC 0.21% No change 1,900 $372K
Nilsine Partners, LLC 0.03% No change 1,895 $371K
Novak & Powell Financial Services, Inc. 0.20% No change 1,894 $371K
Tiller Private Wealth, Inc. 0.13% Reduce -4.5% 1,893 $371K
Nations Financial Group Inc, /Ia/ 0.02% Add +4.5% 1,890 $370K
Quadcap Wealth Management, LLC 0.04% Reduce -1.4% 1,881 $368K
SOA Wealth Advisors, LLC. 0.06% No change 1,874 $367K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -21.1% 1,873 $367K
Fullcircle Wealth LLC 0.13% Reduce -73.9% 1,796 $366K
Composition Wealth, LLC 0.01% Reduce -31.7% 1,867 $366K
Hopwood Financial Services, Inc. 0.24% No change 1,860 $364K
Human Investing LLC 0.05% Add +2.7% 1,853 $363K
Eaton Financial Holdings Company, LLC 0.10% Reduce -2.1% 1,852 $363K
First Citizens Bank & Trust Co. 0.01% No change 1,848 $362K
InTrack Investment Management Inc 0.21% Add +0.3% 1,838 $360K
Townsquare Capital LLC 0.05% Reduce -9.6% 1,836 $360K
Rockland Trust Co. 0.01% No change 1,835 $359K
Potentia Wealth 0.14% Reduce -3.4% 1,832 $359K
Revolve Wealth Partners, LLC 0.04% Reduce -0.7% 1,818 $356K
Peak Planning Group, LLC 0.19% No change 1,814 $355K
Legacy Financial Group LLC 0.05% Reduce -94.0% 1,811 $355K
3Chopt Investment Partners, LLC 0.08% No change 1,810 $355K
Theory Financial LLC 0.12% Reduce -83.3% 1,773 $354K
Barclays PLC 0.00% Add +125.8% 1,806 $354K
Smithbridge Asset Management Inc. 0.05% No change 1,803 $353K
Greenspring Advisors, LLC 0.06% — 1,801 $353K
Wedmont Private Capital 0.01% New 1,783 $353K
Granite Bay Wealth Management, LLC 0.09% Reduce -21.7% 1,800 $353K
Pinnacle Family Advisors, LLC 0.15% Reduce -6.2% 1,792 $351K
Everhart Financial Group, Inc. 0.04% Reduce -0.1% 1,784 $349K
Northwest Capital Management Inc 0.37% Reduce -65.9% 1,783 $349K
Pennington Partners & Co., LLC 0.17% No change 1,782 $349K
Founders Financial Alliance, LLC 0.07% Add +67.4% 1,776 $348K
Advyzon Investment Management, LLC 0.06% Reduce -19.2% 1,776 $348K
Berman McAleer LLC 0.05% — 1,775 $348K
First Financial Bankshares Inc 0.01% No change 1,773 $347K
Advocacy Wealth Management, LLC 0.01% Reduce -99.1% 1,769 $346K
Gradient Capital Advisors, LLC 0.09% No change 1,760 $345K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -0.8% 1,744 $342K
Thoma Capital Management LLC 0.20% No change 1,741 $341K
Financial Gravity Asset Management, Inc. 0.07% — 1,739 $341K
Belpointe Asset Management LLC 0.01% Reduce -78.1% 1,722 $337K
Mandatum Life Insurance Co Ltd 0.08% No change 1,722 $337K
Invesco Ltd. 0.00% New 1,717 $336K
Elevated Capital Advisors, LLC 0.08% Reduce -10.5% 1,713 $336K
Ariadne Wealth Management, LP 0.15% No change 1,686 $334K
Evolution Wealth Management Inc. 0.34% Add +3.8% 1,704 $334K
Marco Investment Management LLC 0.03% No change 1,700 $333K
Tranquility Partners, LLC 0.11% Reduce -3.1% 1,698 $333K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -20.5% 1,696 $332K
Investor's Fiduciary Advisor Network, LLC 0.11% Reduce -59.1% 1,690 $331K
Soundwatch Capital LLC 0.05% New 1,687 $330K
Betterment LLC 0.00% Reduce -3.1% 1,687 $330K
HM Payson & Co. 0.00% No change 1,640 $321K
Central Valley Advisors, LLC 0.10% No change 1,634 $320K
Hobart Private Capital, LLC 0.07% Reduce -3.9% 1,634 $320K
Strategic Wealth Partners, Ltd. 0.02% Reduce -76.5% 1,631 $320K
Independent Advisor Alliance 0.01% Add +35.8% 1,626 $318K
Turtle Creek Wealth Advisors, LLC 0.03% New 1,626 $318K
Flower City Capital 0.17% No change 1,620 $317K
Provident Wealth Management, LLC 0.10% No change 1,616 $317K
BIP Wealth, LLC 0.02% No change 1,615 $316K
Center For Asset Management LLC 0.17% New 1,609 $315K
LGT Financial Advisors LLC 0.68% Add +19.6% 1,607 $315K
Klingman & Associates, LLC 0.02% No change 1,601 $314K
Advisors Management Group Inc. 0.05% Reduce -12.7% 1,591 $312K
Grey Ledge Advisors, LLC 0.07% No change 1,582 $310K
Resources Management Corp. /CT/ 0.04% No change 1,570 $308K
Richard P Slaughter Associates Inc 0.07% Reduce -10.8% 1,571 $308K
Banco Santander, S.A. 0.00% No change 1,548 $303K
Chemistry Wealth Management LLC 0.06% No change 1,540 $302K
Corrado Advisors, LLC 0.16% Add +0.1% 1,537 $301K
Objective Capital Management, LLC 0.31% No change 1,532 $300K
Campion Asset Management 0.21% Reduce -15.0% 1,530 $300K
Firestone Capital Management 0.06% No change 1,530 $300K
HHM Wealth Advisors, LLC 0.03% Reduce -34.4% 1,529 $299K
Valtinson Bruner Financial Planning LLC 0.09% Add +2.7% 1,527 $299K
Bonfire Financial 0.23% Add +0.1% 1,510 $296K
Patten Group, Inc. 0.06% No change 1,494 $293K
BlackDiamond Wealth Management, LLC 0.16% Reduce -1.8% 1,490 $292K
GM Advisory Group, LLC 0.01% No change 1,488 $291K
Traveka Wealth, LLC 0.13% New 1,483 $290K
Two West Capital Advisors LLC 0.17% Reduce -54.7% 1,418 $288K
A4 Wealth Advisors LLC 0.24% — 1,468 $288K
KM Capital Management Ltd. 0.13% Reduce -11.8% 1,465 $287K
Evelyn Partners Asset Management Ltd 0.06% No change 1,448 $284K
Blalock Williams, LLC 0.25% Reduce -76.8% 1,438 $282K
Balentine LLC 0.01% Add +390.4% 1,437 $281K
Zacks Investment Management 0.00% Add +22.9% 1,436 $281K
Werba Rubin Papier Wealth Management 0.05% No change 1,432 $281K
White Pine Capital LLC 0.08% No change 1,432 $280K
Larson Financial Group LLC 0.01% Add +1.7% 1,421 $278K
IVC Wealth Advisors LLC 0.12% Add +5.6% 1,420 $278K
GKV Capital Management Co., Inc. 0.11% Reduce -0.4% 1,416 $277K
Peak Financial Management, Inc. 0.07% Reduce -1.1% 1,415 $277K
Sage Mountain Advisors LLC 0.02% Add +16.5% 1,412 $277K
Insight 2811, Inc. 0.12% No change 1,410 $276K
Peachtree Investment Partners, LLC 0.10% No change 1,407 $276K
Summit Wealth Group, LLC 0.07% Reduce -1.1% 1,399 $274K
Cozad Asset Management Inc. 0.02% No change 1,390 $272K
Bell Bank 0.01% No change 1,390 $272K
Advisor OS, LLC 0.02% Reduce -4.6% 1,381 $270K
Hutchens & Kramer Investment Management Group, LLC 0.11% Reduce -58.7% 1,379 $270K
Beverly Hills Private Wealth, LLC 0.05% Reduce -19.9% 1,378 $270K
Verum Partners LLC 0.06% No change 1,371 $269K
Janney Capital Management LLC 0.02% No change 1,360 $266K
Tarbox Family Office, Inc. 0.04% No change 1,348 $264K
MBL Wealth, LLC 0.02% No change 1,329 $260K
Inspire Advisors, LLC 0.02% Add +14.6% 1,328 $260K
DDFG, Inc 0.06% No change 1,326 $260K
Physician Wealth Advisors, Inc. 0.04% Reduce -96.9% 1,326 $260K
Ironwood Investment Counsel, LLC 0.04% Reduce -1.8% 1,320 $259K
Allegheny Financial Group 0.05% Add +0.8% 1,310 $257K
Seneca House Advisors 0.10% No change 1,308 $256K
Claro Advisors Inc. 0.04% Reduce -3.3% 1,305 $256K
Kelly Financial Group LLC 0.07% Reduce -6.6% 1,300 $255K
Wells Financial Advisors INC 0.34% No change 1,295 $254K
CENTRAL TRUST Co 0.01% Add +5.1% 1,291 $253K
Mascagni Wealth Management, Inc. 0.19% No change 1,287 $252K
SWS Partners 0.06% Add +0.1% 1,272 $249K
Waldron Private Wealth LLC 0.01% New 1,272 $249K
Sigma Investment Counselors Inc. 0.01% Reduce -1.9% 1,266 $248K
Sfmg, LLC 0.02% Add +3.3% 1,260 $247K
Portus Wealth Advisors, LLC 0.25% — 1,260 $247K
Heritage Family Offices, LLP 0.11% New 1,255 $246K
Griffin Asset Management, Inc. 0.03% No change 1,245 $244K
Heritage Oak Wealth Advisors LLC 0.09% New 1,232 $241K
Fourth Dimension Wealth, LLC 0.09% New 1,222 $239K
Virtue Capital Management, LLC 0.04% Reduce -77.5% 3,547 $239K
Guidance Point Advisors, LLC 0.06% Reduce -0.1% 1,218 $239K
River Wealth Advisors LLC 0.03% No change 1,217 $238K
Wealth Effects LLC 0.08% New 1,215 $238K
Blue Capital, Inc. 0.18% New 1,211 $237K
Quartz Partners, LLC 0.09% New 1,210 $237K
WMG Financial Advisors, LLC 0.08% No change 1,208 $237K
Omega Financial Group, LLC 0.08% Reduce -14.3% 1,204 $236K
Parkshore Wealth Management, Inc. 0.10% No change 1,204 $236K
Paragon Capital Management Ltd 0.04% No change 1,200 $235K
Oxford Financial Group, LTD. LLC 0.01% No change 1,200 $235K
Mesirow Financial Investment Management, Inc. 0.00% Reduce -10.8% 1,200 $235K
JGP Wealth Management, LLC 0.03% Add +0.8% 1,181 $234K
Bessemer Group Inc. 0.00% Add +13.1% 1,194 $234K
Novem Group 0.03% Reduce -6.9% 1,192 $234K
Altura Wealth Advisors Inc. 0.11% No change 1,187 $232K
Evanson Asset Management, LLC 0.01% No change 1,180 $231K
BNC Wealth Management, LLC 0.06% No change 1,173 $230K
Crestwood Advisors Group, LLC 0.00% No change 1,173 $230K
XY Planning Network, Inc. 0.08% No change 1,320 $229K
Fiduciary Alliance LLC 0.02% No change 1,164 $228K
Activest Wealth Management 0.05% New 1,160 $227K
Sava Infond d.o.o. 0.03% No change 1,160 $227K
Capstone Financial Advisors, Inc. 0.01% Reduce -4.1% 1,158 $227K
BCU Wealth Advisors, LLC 0.09% Reduce -82.6% 1,158 $227K
Flagship Wealth Advisors, LLC 0.07% No change 1,150 $225K
Twin Focus Capital Partners, LLC 0.03% New 1,149 $225K
Claris Financial LLC 0.13% Reduce -3.7% 1,146 $225K
TD Private Client Wealth LLC 0.01% Reduce -41.8% 1,146 $225K
One Day In July LLC 0.02% New 1,144 $224K
Frederick Financial Consultants, LLC 0.13% New 1,139 $223K
American Trust 0.02% New 1,132 $222K
Clarus Group, Inc. 0.08% New 1,120 $219K
NFSG Corp 0.03% Reduce -5.9% 1,118 $219K
Vantage Point Financial LLC 0.08% Reduce -77.8% 1,118 $219K
Fort Sheridan Advisors LLC 0.03% New 1,118 $219K
Novus Advisors, LLC 0.50% Reduce -22.6% 1,116 $219K
Three Cord True Wealth Management, LLC 0.15% New 1,115 $218K
First Trust Advisors LP 0.00% Reduce -13.3% 1,113 $218K
Talisman Wealth Advisors LLC 0.18% New 1,112 $218K
Croban 0.14% New 1,111 $218K
Alliancebernstein L.P. 0.00% Reduce -7.0% 1,111 $218K
Financial Advisors Network, Inc. 0.03% New 1,107 $217K
Fulton Breakefield Broenniman LLC 0.01% New 1,100 $215K
Fiscal Wisdom Wealth Management, LLC 0.20% — 1,085 $214K
Front Row Advisors LLC 0.07% Reduce -5.8% 1,094 $214K
Bedel Financial Consulting, Inc. 0.03% New 1,091 $214K
Taylor Financial Group, Inc. 0.12% New 1,088 $213K
Fiduciary Financial Group, LLC 0.03% New 1,088 $213K
Presilium Private Wealth, LLC 0.04% Reduce -7.2% 1,086 $213K
Powers Advisory Group, LLC 0.08% New 1,081 $212K
First Bancorp, Inc 0.11% New 1,077 $211K
Advisors Preferred, LLC 0.03% Add +674.6% 1,069 $211K
NTV Asset Management LLC 0.02% New 1,076 $211K
Wealth Management Partners, LLC 0.07% New 1,072 $210K
Oregon Pacific Wealth Management, LLC 0.18% Reduce -8.2% 1,070 $210K
Nadler Financial Group, Inc. 0.02% New 1,070 $210K
Maridea Wealth Management LLC 0.03% New 1,047 $209K
Milestone Asset Management, LLC 0.04% New 1,066 $209K
Headlands Technologies LLC 0.02% Add +70.8% 1,064 $208K
Argent Trust Co 0.01% Reduce -39.3% 1,061 $208K
MSH Capital Advisors LLC 0.06% Reduce -60.8% 1,058 $207K
Deutsche Bank AG 0.00% No change 1,056 $207K
SigFig Wealth Management, LLC 0.01% Reduce -94.4% 1,059 $206K
Sandbox Financial Partners, LLC 0.06% New 1,050 $206K
Galvin, Gaustad & Stein, LLC 0.02% New 1,050 $206K
WealthTrust Asset Management, LLC 0.14% New 1,047 $205K
NDWM LLC 0.14% New 1,045 $205K
Oak Asset Management, LLC 0.07% New 1,045 $205K
Prosperity Wealth Management, Inc. 0.07% New 1,045 $205K
Aspiriant, LLC 0.01% New 1,043 $204K
Signaturefd, LLC 0.00% Reduce -10.7% 1,038 $203K
Opinicus Capital, Inc. 0.14% New 1,037 $203K
Long Run Wealth Advisors, LLC 0.04% New 1,037 $203K
Main Street Group, LTD 0.06% No change 1,029 $202K
Soltis Investment Advisors LLC 0.01% New 1,026 $201K
Florida Trust Wealth Management Co 0.01% New 1,025 $201K
Angeles Wealth Management, LLC 0.01% No change 1,006 $197K
MGB Wealth Management, LLC 0.05% No change 984 $193K
Hemington Wealth Management 0.03% No change 985 $192K
IAG Wealth Partners, LLC 0.02% No change 978 $192K
Caitlin John, LLC 0.13% New 942 $185K
Optimum Investment Advisors 0.07% No change 938 $184K
Hurley Capital, LLC 0.10% No change 937 $183K
Armstrong Advisory Group, Inc. 0.01% No change 919 $180K
Tucker Asset Management LLC 0.05% Reduce -14.3% 909 $178K
GGM Financial LLC 0.09% New 904 $177K
SIMA Wealth Partners, LLC 0.13% No change 900 $176K
Cherry Tree Wealth Management, LLC 0.04% No change 888 $174K
Richardson Capital Management LLC 0.08% Reduce -6.5% 877 $172K
Colonial Trust Advisors 0.01% No change 846 $166K
Rothschild Investment LLC 0.01% Reduce -17.6% 840 $165K
Cheviot Value Management, LLC 0.02% No change 750 $157K
Greykasell Wealth Strategies, Inc. 0.07% No change 794 $156K
New Republic Capital, LLC 0.05% Reduce -44.0% 764 $150K
Caldwell Trust Co 0.01% No change 733 $144K
Whittier Trust Co. of Nevada Inc. 0.00% No change 720 $142K
TFC Financial Management, Inc. 0.02% New 714 $140K
Zions Bancorporation, National Association 0.01% No change 702 $137K
Picton Mahoney Asset Management 0.00% Add +16.7% 700 $137K
Arlington Trust Co LLC 0.02% No change 688 $135K
American National Bank & Trust 0.01% No change 655 $128K
Salem Investment Counselors Inc. 0.00% No change 650 $127K
Kilter Group LLC 0.06% Reduce -97.6% 643 $126K
Founders Capital Management 0.07% No change 634 $124K
Bokf, NA 0.00% Reduce -17.9% 628 $123K
Townsend Asset Management Corp. /NC/ 0.04% No change 607 $119K
Burkett Financial Services, LLC 0.04% Add +0.2% 605 $118K
GeoWealth Management, LLC 0.00% Reduce -93.4% 603 $118K
MTM Investment Management, LLC 0.04% No change 600 $118K
NBT Bank, N.A. 0.01% Reduce -66.7% 196 $115K
Truvestments Capital LLC 0.02% No change 580 $114K
Medallion Wealth Advisors, LLC 0.04% No change 568 $111K
Hartford Financial Management Inc. 0.03% No change 547 $107K
Elevate Wealth Advisory, Inc. 0.08% No change 545 $107K
Brown Brothers Harriman & Co. 0.00% No change 545 $107K
CKW Financial Group 0.01% No change 540 $106K
Johnson Financial Group, Inc. 0.00% No change 531 $104K
Crewe Advisors LLC 0.01% Reduce -1.7% 513 $100K
Newton One Investments LLC 0.03% No change 478 $94K
MeadowBrook Investment Advisors LLC 0.08% No change 465 $91K
Creekmur Asset Management LLC 0.01% No change 461 $90K
Aventura Private Wealth, LLC 0.03% No change 456 $89K
SYM FINANCIAL Corp 0.01% Add +0.2% 454 $89K
Optiver Holding B.V. 0.00% New 444 $87K
Glass Jacobson Investment Advisors llc 0.03% No change 434 $85K
West Paces Advisors Inc. 0.02% Reduce -21.9% 425 $83K
REAP Financial Group, LLC 0.02% Add +0.5% 419 $82K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -81.1% 412 $81K
Bay Harbor Wealth Management, LLC 0.02% Reduce -98.3% 402 $79K
Adirondack Trust Co. 0.03% No change 402 $79K
First Community Trust NA 0.06% No change 400 $78K
Biltmore Family Office, LLC 0.01% No change 400 $78K
Rossmore Private Capital 0.01% New 400 $78K
Cordgrass Capital Advisors, LLC 0.02% No change 394 $77K
Dunhill Financial, LLC 0.03% No change 386 $76K
Hamilton Point Investment Advisors, LLC 0.01% No change 386 $76K
Davis Capital Management 0.05% — 374 $73K
Financial Network Wealth Advisors LLC 0.08% No change 361 $71K
Park Place Capital Corp 0.01% Reduce -4.0% 360 $71K
Global Trust Asset Management, LLC 0.03% Add +164.4% 357 $70K
Realta Investment Advisors 0.02% No change 352 $69K
First Command Advisory Services, Inc. 0.00% No change 339 $66K
GHP Investment Advisors, Inc. 0.00% No change 335 $66K
Vermillion & White Wealth Management Group, LLC 0.04% No change 328 $64K
Clark Wealth Partners 0.04% Add +68.1% 311 $62K
Team Financial Group, LLC 0.03% Add +8.4% 311 $61K
Mather Group, Llc. 0.00% New 297 $58K
GoalVest Advisory LLC 0.01% No change 270 $53K
SouthState Bank Corp 0.00% No change 260 $51K
Hoey Investments, Inc. 0.01% No change 250 $49K
Loomis Sayles & Co. L P 0.00% No change 246 $48K
Future Financial Wealth Managment LLC 0.03% No change 240 $47K
Accredited Wealth Management, LLC 0.03% Reduce -26.2% 175 $46K
SJS Investment Consulting Inc. 0.01% No change 235 $46K
Private Wealth Asset Management, LLC 0.01% No change 227 $44K
Tsfg, LLC 0.01% No change 222 $43K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -82.4% 219 $43K
Centennial Bank 0.02% No change 214 $42K
Pacifica Partners Inc. 0.01% No change 200 $39K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Reduce -96.4% 200 $39K
Nalls Sherbakoff Group, LLC 0.03% No change 200 $39K
Tidemark, LLC 0.01% No change 193 $38K
Collier Financial 0.03% — 190 $37K
Abound Wealth Management 0.01% New 172 $34K
Bogart Wealth, LLC 0.00% No change 162 $32K
Hantz Financial Services, Inc. 0.00% New 160 $31K
Bangor Savings Bank 0.00% New 158 $31K
Harbor Asset Planning, Inc. 0.03% No change 156 $31K
Tompkins Financial Corp. 0.00% No change 152 $30K
JDM Financial Group LLC 0.01% No change 151 $30K
City Holding Co. 0.00% No change 150 $29K
Bell Investment Advisors, Inc 0.00% No change 143 $28K
Evolution Advisers, Inc. 0.01% New 142 $28K
Rice Partnership, LLC 0.00% Add +29.0% 138 $27K
ORG Partners LLC 0.00% Reduce -94.7% 131 $26K
EPG Wealth Management LLC 0.01% No change 126 $25K
Cape Investment Advisory, Inc. 0.02% Reduce -85.5% 117 $23K
Arcadia Investment Management Corp. 0.00% Add +1325.0% 114 $22K
Abich Financial Wealth Management LLC 0.01% — 109 $21K
Tripletail Wealth Management, LLC 0.03% New 106 $21K
Morse Asset Management, Inc 0.00% No change 100 $20K
Financial Consulate, Inc. 0.00% New 100 $20K
Allianz Asset Management GmbH 0.00% New 100 $20K
Rosenberg Matthew Hamilton 0.00% No change 95 $19K
Clear Investment Research, LLC 0.02% New 92 $18K
Armor Investment Advisors, LLC 0.01% No change 92 $18K
Investors Research Corp 0.00% No change 86 $17K
Thompson Investment Management, Inc. 0.00% No change 82 $16K
Joseph Group Capital Management 0.00% Reduce -29.3% 75 $15K
MCF Advisors LLC 0.00% No change 75 $15K
Exchange Traded Concepts, LLC 0.00% Reduce -95.3% 72 $14K
Valley National Advisers Inc. 0.00% New 74 $14K
Cedar Mountain Advisors, LLC 0.00% New 71 $14K
Bellevue Asset Management, LLC 0.01% No change 69 $14K
Grand Wealth Management, LLC 0.01% No change 67 $13K
Van Eck Associates Corp. 0.00% No change 64 $13K
Chesapeake Asset Management LLC 0.01% No change 66 $13K
Archer Investment Corp 0.00% No change 62 $12K
Lowe Brockenbrough & Co. Inc. 0.00% New 61 $12K
West Branch Capital LLC 0.00% No change 60 $12K
Evergreen Private Wealth LLC 0.00% Add +7.7% 56 $11K
Hollencrest Capital Management 0.00% No change 52 $10K
MPWM Advisory Solutions, LLC 0.01% No change 52 $10K
Raleigh Capital Management Inc. 0.00% Reduce -98.5% 49 $10K
Operose Advisors LLC 0.00% New 48 $9K
Smithfield Trust Co 0.00% No change 47 $9K
Elevation Wealth Partners, LLC 0.00% No change 45 $9K
Albion Financial Group 0.00% Add +8.3% 39 $8K
Alpine Bank Wealth Management 0.00% New 38 $7K
Measured Wealth Private Client Group, LLC 0.00% New 36 $7K
Glassman Wealth Services 0.00% No change 36 $7K
Wilmington Savings Fund Society, FSB 0.00% Reduce -96.7% 35 $7K
Imprint Wealth LLC 0.02% — 32 $6K
Viewpoint Capital Management LLC 0.00% Add +2400.0% 25 $5K
Roxbury Financial LLC 0.00% No change 19 $4K
St Germain D J Co. Inc. 0.00% No change 19 $4K
Wealth Watch Advisors, INC 0.00% New 18 $4K
Premier Financial Group 0.00% New 17 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 16 $3K
Ogorek Anthony Joseph /NY/ 0.00% No change 20 $3K
Chapman Financial Group, LLC 0.00% New 13 $3K
Glen Eagle Advisors, LLC 0.00% Reduce -25.0% 12 $2K
American Wealth Advisors, LLC 0.00% — 10 $2K
AllSquare Wealth Management LLC 0.00% No change 10 $2K
Alerus Financial NA 0.00% No change 10 $2K
Chelsea Counsel Co. 0.00% New 9 $2K
Indiana Trust & Investment Management Co 0.00% No change 9 $2K
Costello Asset Management, INC 0.00% No change 7 $1K
First Horizon Corp. 0.00% — 7 $1K
Oakworth Capital, Inc. 0.00% No change 7 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 6 $1K
Lowe Wealth Advisors, LLC 0.00% New 6 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 4 $784

"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.